Jaffetilchin Investment Partners’s iShares US Utilities ETF IDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Buy
2025
Q2
$1.13M Buy
2025
Q1
$1.09M Buy
2024
Q4
$818K Sell
2024
Q3
$889K Buy
2024
Q2
$763K Buy
2024
Q1
$731K Buy
2023
Q4
$527K Buy
2023
Q3
$284K Buy
2023
Q2
$307K Sell
2023
Q1
$315K Sell
2022
Q4
$327K Sell
2022
Q3
$309K Sell
2022
Q2
$327K Hold
2022
Q1
$329K Sell
2021
Q4
$340K Hold
2021
Q3
$303K Sell
2021
Q2
$317K Hold
2021
Q1
$322K Buy